Civic Intelligence

Roger J Bertrand Scholarship Fund

EIN 05-0514066 • West Warwick, RI

18 Payan StreetWest Warwick, RI 02893
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-69%

Faster revenue growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,110,750 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $1,110,750 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin89th percentile

Revenue

Down

$14,101

Down $31,840 (-69%) from 2023

Expenses

Down

$6,950

Down $44,433 (-86%) from 2023

Net Income

Up

$7,151

Up $12,593 (+231%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2019: $1,237,903Liabilities 2019: $0Net Assets 2019: $1,237,9032019Assets 2020: $1,254,998Liabilities 2020: $0Net Assets 2020: $1,254,9982020Assets 2021: $1,204,086Liabilities 2021: $0Net Assets 2021: $1,204,0862021Assets 2022: $1,116,192Liabilities 2022: $0Net Assets 2022: $1,116,1922022Assets 2023: $1,110,750Liabilities 2023: $0Net Assets 2023: $1,110,7502023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2019: $30,620Expenses 2019: $82,959Net Income 2019: -$52,3392019Revenue 2020: $87,813Expenses 2020: $70,718Net Income 2020: $17,0952020Revenue 2021: $22,344Expenses 2021: $73,256Net Income 2021: -$50,9122021Revenue 2022: $17,481Expenses 2022: $105,375Net Income 2022: -$87,8942022Revenue 2023: $45,941Expenses 2023: $51,383Net Income 2023: -$5,4422023Revenue 2024: $14,101Expenses 2024: $6,950Net Income 2024: $7,1512024

Highlighted filing

2024

Revenue$14,101
Expenses$6,950
Net Income$7,151
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$14,101
Expenses
$6,950
Net income
$7,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.02$0.11$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.02$0.07$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.09$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.03$0.08$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 7, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMAND PLANTETrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Roger J Bertrand Scholarship Fund
EIN
05-0514066
Phone
4018280520
Address
18 PAYAN STREET, WEST WARWICK, RI 02893

Signing Officer

Name
Normand Plante
Title
Trustee
Phone
4018280520
Signed
2025-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Sinel Wilfand & Vinci Cpas Inc
Address
931 JEFFERSON BLVD SUITE 3006, WARWICK, RI 02886
Preparer
Michael Orabona
Phone
4014638600
Raw XML Appendix264 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04018280520
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROGER J BERTRAND SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROGE
ReturnHeader/Filer/EIN0050514066
ReturnHeader/Filer/PhoneNum04018280520
ReturnHeader/Filer/USAddress/AddressLine1Txt018 PAYAN STREET
ReturnHeader/Filer/USAddress/CityNm0WEST WARWICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002893
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050393903
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SINEL WILFAND & VINCI CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0931 JEFFERSON BLVD SUITE 3006
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WARWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002886
ReturnHeader/PreparerPersonGrp/PhoneNum04014638600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL ORABONA
ReturnHeader/ReturnTs02025-04-13T12:21:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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